United Capital Financial Advisors’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History

United Capital Financial Advisors’s Portfolio RPV Stock Details RPV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-8,964	Closed	-$358K	–	1247
2020 Q1	$358K	Sell	8,964 -24	-0.3%	-$1.41K	﹤0.01%	932
2019 Q4	$623K	Buy	8,988 +24	+0.3%	+$1.6K	﹤0.01%	929
2019 Q3	$581K	Hold	8,964	–	–	﹤0.01%	908
2019 Q2	$583K	Buy	+8,964	New	+$575K	﹤0.01%	990
2018 Q2	–	Sell	-3,146	Closed	-$203K	–	1352
2018 Q1	$203K	Buy	+3,146	New	+$212K	﹤0.01%	1231
2014 Q3	–	Sell	-14,987	Closed	-$814K	–	1119
2014 Q2	$814K	Buy	+14,987	New	+$787K	0.02%	597

Other funds holding RPV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

United Capital Financial Advisors's RPV Position: Q2 2020 in Review

United Capital Financial Advisors sold out of Invesco S&P 500 Pure Value ETF (RPV) in Q2 2020, closing a stake of 8,964 shares — an estimated $358K sold.

United Capital Financial Advisors first reported a position in RPV in Q2 2014 and held it in 6 quarters. The position peaked at $814K in Q2 2014. 106 funds tracked by Wall St. Rank hold RPV as of Q2 2020.

United Capital Financial Advisors reported no remaining Invesco S&P 500 Pure Value ETF position as of Q2 2020 after selling out during the quarter.
United Capital Financial Advisors sold 8,964 Invesco S&P 500 Pure Value ETF shares in Q2 2020, an estimated $358K.
United Capital Financial Advisors first reported a position in Invesco S&P 500 Pure Value ETF in Q2 2014 and held it in 6 quarters.
United Capital Financial Advisors's Invesco S&P 500 Pure Value ETF position peaked at $814K in Q2 2014.
106 funds tracked by Wall St. Rank held Invesco S&P 500 Pure Value ETF as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.